Posts
CMCO earnings
CMCO posted earnings today, up 40% and before today had 28% of float being shorted. Interested to see how this one plays out. I have a modest position of 400 shares all with a covered call at $17.50 for Sept 18th. I can always roll out, Im bullish on the …
Samsung posts over 250-fold rise in Q2 chip profit; sees chip shortage extending to 2028 due to AI boom
**Summary:** Samsung Electronics expects the global chip shortage to worsen and stretch into 2028, driven by massive AI demand. Despite market fears of a slowdown in AI spending, the company reported a massive 250-fold surge in Q2 chip profits ($61.7 billion USD), though rising component costs pushed its mobile division …
SK Hynix Rises Over 15% as Citi Says Chinese Memory Makers Won’t Impact Market in Short Term, Memory Tightness to Last Until at Least 2027
Summary: * **Stock Market Rebound & Executive Purchase:** SK Hynix ADRs surged over 15% to $146.39 on July 30 following a selloff below their issue price. Demonstrating insider confidence, SK Group Chairman Chey Tae-won purchased 3,600 shares valued at approximately $3.31 million. * **Wall Street & Institutional Upgrades:** Daiwa issued …
What is the problem with holding leveraged daily stock overnight?
So in this example I’m looking at something like SNDQ. Everywhere I read mentions that some sort of rebalancing happens daily which can affect the stock price significantly. Can anyone please explain this to me? Because if I look at the price of this stock over a month for example, …
Korea launched 2xstock leveraged ETFs then finance minister apologized in parliament, and the KOSPI got halted for the second day in a row
The trigger is almost absurd. SK Hynix posted the most profitable quarter in Korean corporate history - 60.5 trillion won in operating profit, up over 550% (Bloomberg) - and it still missed estimates. The stock fell about 10%, the index dropped 8%, and Korea got its first back-to-back circuit breakers …
US Stocks are Reddish..What’s Your Go-To Short-Term Pick
Since US stocks are currently in the red, I’m considering putting some money into a stock for a 2–3 month short-term investment and then selling. What stocks would be your go-to picks for this kind of timeframe right now? Looking for ideas based on fundamentals + potential near-term recovery, not …
Been looking into Humanoid Robotics Stocks… which ones are we eyeing for long term potential
What are some of your favorite humanoid robotics stocks? I’ve been researching the sector a lot lately and wanted to see what everyone else is watching. I’m interested in both well known companies and smaller ones that you think have a lot of potential. What made you invest in them? …
Samsung Q2 Call: AI Memory Demand Is So Strong Customers Are Signing Multi-Year Supply Agreements
I like to listen to conference calls to see what the ceo's are actually saying about what they are seeing relative to demand, friction, etc, and I thought I would share this here for it is appropriate and relative to this article since it mentioned memory stocks : From Samsung …
Star AI investor Leopold Aschenbrenner is unwinding trades after steep losses, sources say
Microsoft & Meta reported last night. Microsoft is up 8.3%, Meta is down 9%. Today it's Apple & Amazon. AI capex good, bad or proof matters
This whole month we saw a pattern, companies spending heavily on AI are getting sold off. companies holding back are getting bought up. Last night gave some answers, two of the Mag 7 names reported within minutes of each other, and the market drew a clear distinction between them. Microsoft …